Job Description
You will provide sound insurance and reliable financial advice to bank customers by analyzing their financial needs and exceeding their service expectations. You are also to maintain a strong rapport with the bank partners and grow and strengthen relationship with bank customers
- Stationed in bank branch to provide financial solutions to customers
- Establish customers' financial goals
- Determine their current financial situations to identify any shortfalls
- Develop wealth management strategies to plan for their future
- Customize solutions for individual needs and regularly review financial plans
- Be a financial solutions provider who provides affordable solutions and options to help customers achieve their financial goals
- Act as financial coach to provide guidance on saving
Requirements
- Minimum Diploma holder
- Passion to interact with people
Kindly apply online or send your CV to [email protected]
